Curtiss-Wright
315 hedge funds and large institutions have $4.3B invested in Curtiss-Wright in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 42 closing their positions.
14% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 42
14% more capital invested
Capital invested by funds: $3.78B → $4.3B (+$525M)
1.39% more ownership
Funds ownership: 77.84% → 79.23% (+1.4%)
1% more funds holding
Funds holding: 313 → 315 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less call options, than puts
Call options by funds: $3.54M | Put options by funds: $3.73M
35% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$64.4M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$47.8M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$42.3M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$28.8M |
| 5 |
Lazard Asset Management
New York
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$41.5M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$40.6M |
| 3 |
JP Morgan Chase
New York
|
-$38.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$23.4M |
| 5 |
Renaissance Technologies
New York
|
-$18.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
351
Cresset Asset Management
Chicago,
Illinois
| – | -$8K | -73 | Closed |
|
|
CHP
352
Cable Hill Partners
Portland,
Oregon
| – | -$8K | -71 | Closed |
|
|
WAM
353
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$3K | -23 | Closed |
|
354
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$2K | -15 | Closed |
|
|
GWS
355
Glassman Wealth Services
Vienna,
Virginia
| – | +$115 | +1 | New |
|
CW Hedge Fund Activity: Q2 2019 in Review
315 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2019, worth a combined $4.3B — up 14% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new CW positions and 42 closed out — a net gain of 6 holders — while 84 added to existing stakes and 129 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $64.4M. The largest seller was Artisan Partners, exiting entirely with an estimated $41.5M sold.
- 315 institutional investors held Curtiss-Wright (CW) as of Q2 2019, up from 313 in Q1 2019.
- Funds reported $4.3B of Curtiss-Wright stock for Q2 2019, up 14% quarter-over-quarter.
- 48 funds opened new Curtiss-Wright positions in Q2 2019 and 42 closed out, a net change of +6 holders.
- The largest Curtiss-Wright buyer in Q2 2019 was Nuveen, an estimated $64.4M added.
- The largest Curtiss-Wright seller in Q2 2019 was Artisan Partners, an estimated $41.5M sold.
Based on aggregated 13F filings for Q2 2019.